Kratos Defense & Security Solutions, Inc. - Common Stock (KTOS)

Recent Award is Related to Long-term Counter-UAS Production Contract

Kratos Defense & Security Solutions insiders are selling, putting downward pressure on the market in distribution; institutions sell, and analysts limit upside.

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 3.5% in the afternoon session after geopolitical tensions in the Middle East spurred a rally across the defense sector. 

Shares of Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) are rising Monday following the joint U.S.-Israel attack on Iran over the weekend.

OpenSpace’s Orchestration Capabilities Enable Seamless Access to Earth Observation Data and Scalability for Future Growth

Kratos just raised cash and diluted its shareholders. Will Red Cat do likewise?

Investors are upset, but Kratos is selling stock at the exact right time -- to never need to sell shares again.

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.

SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (“Kratos”) (NASDAQ: KTOS), a Technology, Hardware, Products, System and Software Company addressing the Defense, National Security and Commercial Markets, today announced the pricing of an underwritten offering of 14,285,714 shares of its common stock at a public offering price of $84.00 per share pursuant to an effective shelf registration statement filed with the Securities and Exchange Commission (the “SEC”). The net proceeds to Kratos from the offering, after deducting underwriting discounts and commissions, are expected to be approximately $1,172,999,977. Kratos has also granted the underwriters a 30-day option to purchase up to an additional 2,142,857 shares of common stock. All of the shares in the offering are to be sold by Kratos. The offering is expected to close on March 2, 2026, subject to customary closing conditions.

Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) shares are trading lower in after-hours Thursday after the company announced a proposed offering.

SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (“Kratos”) (NASDAQ: KTOS), a Technology, Hardware, Products, System and Software Company addressing the Defense, National Security and Commercial Markets, today announced that it intends to offer for sale $1,000,000,000 of shares of its common stock in an underwritten offering pursuant to an effective shelf registration statement filed with the Securities and Exchange Commission (the “SEC”). The underwriters will have a 30-day option to purchase up to an additional $150,000,000 of shares of common stock from Kratos. All of the shares in the offering are to be sold by Kratos. The proposed offering is subject to market and other conditions.

Successfully integrated and validated systems across a complex, multi-partner ground architecture

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SAN DIEGO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, announced today that it has been awarded a $61,068,139 modification to a previously awarded firm-fixed-price contract (N0001923C0021) by the U.S. Navy. This contract modification exercises options to procure full-rate production Lot Seven for 70 of the BQM-177A Subsonic Aerial Targets, along with 70 Rocket-Assisted Takeoff (RATO) attachment kits and associated technical and administrative data. The systems will support weapons system test and evaluation and fleet training requirements for the U.S. Navy.

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) fell 5.7% in the morning session after the company's weak first-quarter revenue guidance overshadowed its strong fourth-quarter results. 

At 730 times earnings, it's hard to call Kratos stock a "buy."

Kratos (KTOS) Q4 2025 Earnings Call Transcript

Kratos’ earnings call provided insights into the contracts it has received for 2026, noting it is slated for margin expansion this year.

Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 21.9% year on year to $345.1 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $340 million was less impressive, coming in 0.7% below expectations. Its non-GAAP profit of $0.18 per share was 22.1% above analysts’ consensus estimates.

Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) reports financial results for the fourth quarter after the market close on Monday.

Fourth Quarter 2025 Revenues of $345.1 Million Reflect 21.9 Percent Growth and 20.0 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $283.1 Million

Varonis Systems provides data security and analytics software to global enterprises, helping organizations manage access and compliance.

Joint team will complete preliminary design of the GEK1500 engine to meet high performance and aggressive cost targets, leveraging GEK800 maturation to accelerate delivery